SWM
Selective Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-950
| Closed | -$63K | – | 227 |
|
|
2022
Q3 | $63K | Hold |
950
| – | – | 0.03% | 268 |
|
|
2022
Q2 | $66K | Hold |
950
| – | – | 0.02% | 275 |
|
|
2022
Q1 | $78K | Hold |
950
| – | – | 0.03% | 238 |
|
|
2021
Q4 | $68K | Sell |
950
-125
| -12% | -$8.95K | 0.03% | 235 |
|
|
2021
Q3 | $70K | Buy |
1,075
+400
| +59% | +$26K | 0.04% | 224 |
|
|
2021
Q2 | $52K | Buy |
+675
| New | +$52K | 0.04% | 186 |
|